Integrity Wealth Solutions LLC Portfolio Holdings

Integrity Wealth Solutions LLC

  • $179 Billion
  • Q4 2024

Integrity Wealth Solutions LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $179 Billion distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $12.8B, Vanguard Growth ETF with a value of $11.5B, Vanguard Value ETF with a value of $9.19B, American Centy ETF Tr Avantis with a value of $6.61B, and Spdr S&P 600 Small Cap Growth with a value of $6.39B.

Examining the 13F form we can see an increase of $7.14B in the current position value, from $171B to 179B.

Integrity Wealth Solutions LLC is based out at Denver, CO

Below you can find more details about Integrity Wealth Solutions LLC portfolio as well as his latest detailed transactions.

Portfolio value $179 Billion
ETFs: $147 Billion
Technology: $13 Billion
Consumer Cyclical: $6.81 Billion
Communication Services: $3.75 Billion
Financial Services: $1.2 Billion
Consumer Defensive: $952 Million
Industrials: $560 Million
Real Estate: $278 Million
Other: $89.3 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.8 Billion 7.14% of portfolio
266,675
Q4 2024 Added 5.73%
$0
$11.5 Billion 6.42% of portfolio
27,908
Q4 2024 Added 0.98%
$0
$9.19 Billion 5.15% of portfolio
54,272
Q4 2024 Added 1.23%
$0
$6.61 Billion 3.7% of portfolio
68,512
Q4 2024 Added 0.06%
$0
$6.39 Billion 3.58% of portfolio
70,670
Q4 2024 Added 2.45%
$0
$5.93 Billion 3.32% of portfolio
144,094
Q4 2024 Added 14.27%
$8.06B
$5.16 Billion 2.89% of portfolio
99,336
Q4 2024 Added 2.58%
$0
$5.13 Billion 2.87% of portfolio
148,330
Q4 2024 Added 0.04%
$0
$4.61 Billion 2.58% of portfolio
29,745
Q4 2024 Reduced 3.1%
$0
$4.29 Billion 2.4% of portfolio
168,950
Q4 2024 Added 4.22%
$0
$4.13 Billion 2.31% of portfolio
42,584
Q4 2024 Added 10.96%
$0
$3.83 Billion 2.15% of portfolio
65,047
Q4 2024 Added 3.9%
$0
$3.7 Billion 2.07% of portfolio
18,646
Q4 2024 Reduced 1.74%
$0
$3.15 Billion 1.76% of portfolio
135,325
Q4 2024 Added 15.58%
$0
$3.06 Billion 1.71% of portfolio
124,564
Q4 2024 Reduced 0.04%
$0
$2.95 Billion 1.65% of portfolio
53,267
Q4 2024 Added 16.33%
$0
$2.87 Billion 1.61% of portfolio
57,277
Q4 2024 Added 20.2%
$0
$2.81 Billion 1.58% of portfolio
73,347
Q4 2024 Reduced 3.92%
$0
$2.6 Billion 1.46% of portfolio
102,771
Q4 2024 Reduced 4.46%
$0
$2.49 Billion 1.39% of portfolio
19,494
Q4 2024 Reduced 9.8%
$0
$2.39 Billion 1.34% of portfolio
54,352
Q4 2024 Added 0.4%
$0
$2.4 Billion 1.34% of portfolio
20,930
Q4 2024 Added 0.2%
$0
$2.28 Billion 1.28% of portfolio
22,623
Q4 2024 Added 18.63%
$0
$2.29 Billion 1.28% of portfolio
26,031
Q4 2024 Added 0.73%
$0
$2.02 Billion 1.13% of portfolio
28,100
Q4 2024 Added 9.13%
$0
$2.01 Billion 1.12% of portfolio
7,171
Q4 2024 Reduced 4.56%
$0
$1.98 Billion 1.11% of portfolio
28,653
Q4 2024 Added 0.51%
$0
$1.97 Billion 1.1% of portfolio
6,796
Q4 2024 Added 5.66%
$0
$1.82 Billion 1.02% of portfolio
3,098
Q4 2024 Added 7.42%
$0
$1.53 Billion 0.85% of portfolio
31,945
Q4 2024 Reduced 0.99%
$0
$1.42 Billion 0.8% of portfolio
48,737
Q4 2024 Added 17.16%
$0
$1.33 Billion 0.74% of portfolio
29,569
Q4 2024 Reduced 0.39%
$0
$1.25 Billion 0.7% of portfolio
24,411
Q4 2024 Added 1.48%
$0
$1.26 Billion 0.7% of portfolio
2,460
Q4 2024 Reduced 1.13%
$0
$1.05 Billion 0.59% of portfolio
18,902
Q4 2024 Added 0.38%
$0
$1.01 Billion 0.56% of portfolio
11,287
Q4 2024 Added 3.2%
$0
$900 Million 0.5% of portfolio
2,242
Q4 2024 Added 0.13%
$0
$853 Million 0.48% of portfolio
14,715
Q4 2024 Added 12.56%
$0
$804 Million 0.45% of portfolio
6,084
Q4 2024 Reduced 1.04%
$0
$806 Million 0.45% of portfolio
1,497
Q4 2024 Added 1.84%
$0
$764 Million 0.43% of portfolio
29,157
Q4 2024 Added 38.01%
$0
$764 Million 0.43% of portfolio
10,220
Q4 2024 Added 16.77%
$0
$696 Million 0.39% of portfolio
2,418
Q4 2024 Reduced 2.7%
$0
$618 Million 0.35% of portfolio
10,784
Q4 2024 Reduced 0.49%
$0
$604 Million 0.34% of portfolio
3,166
Q4 2024 Added 1.12%
$0
$567 Million 0.32% of portfolio
8,570
Q4 2024 Added 5.63%
$0
$513 Million 0.29% of portfolio
5,880
Q4 2024 Added 0.62%
$0
$520 Million 0.29% of portfolio
20,347
Q4 2024 Added 5.1%
$0
$488 Million 0.27% of portfolio
8,026
Q4 2024 Added 0.79%

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $179 Billion
  • Prior Value $171 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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